Microsoft Dynamics CRM Customization Essentials

More Information
  • Configure Outlook to integrate with your Dynamics CRM Online instance
  • Manage the existing application structure by understanding how to extend and/or modify the modules and update the navigation
  • Learn how to use different entity views in order to get a 360-degree view of customer data
  • Map modern business processes to the platform to enhance user experience
  • Use different Dynamics CRM processes such as dialogs, workflows, actions, and business process workflows
  • Use internal and external social data to enhance the user's ability to make the right decisions
  • Dive into generic administration options such as managing configuration and customization to become a power user

Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.

Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.

  • Master the skills necessary to customize your system using the wizard driven capabilities of Dynamics CRM platform
  • Use Business rules and flows to enforce and visually enhance the user experience
  • A no-code approach to speed up the full range of Dynamics CRM features
Page Count 238
Course Length 7 hours 8 minutes
ISBN 9781784397845
Date Of Publication 30 Dec 2014


Nicolae Tarla

Nicolae Tarla is a Microsoft Dynamics 365 Consultant and Business Solutions MVP. He specializes in solution architecture and technical presales. He has worked on various mid-size to enterprise-level Dynamics 365/CRM and SharePoint implementations and Dynamics 365 F&O/BC integrations for both the private and public sectors. He has been delivering Microsoft Dynamics CRM solutions since version 3.0 of the platform. He has also published several books on Microsoft Dynamics 365/CRM and has presented at conferences on this topic. He is actively involved in the CRM community.